Outstanding Balance - Summary Report

This report shows both the negative and positive outstanding balances of all clients whose balance does not equal zero. For detailed information on using the Filtering, Grouping and other manipulations of the views please refer to the linked articles.
Outstanding Balance - Summary Report
1

Display Clients

1. Display Clients
Click to display the clients in the grid.
2

Results Grid

2. Results Grid
Just the total for each client with a balance that does not equal zero is displayed. Red balances indicate amounts outstanding and green balances indicate overpayments.
Click on the Go to Client Invoice Details to display the client in the Invoices Module.
3

Totals

3. Totals
The built in totalling function shows the totals of each column.
Details on how to add or change totals can be found here.
4

Standard Output Options

4. Standard Output Options
Use the standard options to Export, Preview or Print the report.